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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,009 | $91,536+386.2% | $130,062+242.2% | $75,177+491.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 19.94% | -631.62%+651.6pp | -137.37%+157.3pp | 160.75%-140.8pp |
| Employer contribution / active EE | $6,250 | $2,845+119.7% | $4,322+44.6% | $2,671+134.0% |
| Participant deferral / active EE | $17,993 | $4,343+314.3% | $5,821+209.1% | $4,126+336.1% |
| Admin fee / account holder | $77,150 | $6,780+1038.0% | $10,601+627.8% | $5,651+1265.2% |